Just last year, the only story about chips was that manufacturers couldn’t make enough of them to meet the strong demand for consumer electronics, cars, and other products that require semiconductors. But even as shortages continue for certain types of semiconductors, the story is becoming more nuanced, especially for giants like Samsung and AMD, who were flying high on revenues and profits in 2021 and into 2022.
Now they are being bowled over by a tide that similarly swept up Nvidia and…
